Tag: stock portfolio
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November 2024 Summary – Outperformance increases
All Model Portfolios have exceeded their benchmarks for the 2023-2024 period, showing impressive gains. The Quant Alpha’s Portfolio leads with over 165% growth, outperforming its benchmark by 136%. Active stocks like POWL and ANF have significantly contributed to this outperformance. Other portfolios also performed well, with the BI-Weekly Swings up 77%, Small Cap Discoveries up…
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Up 53% – CANSLIM Growth Portfolio Update November 2024
The CANSLIM Growth Model Portfolio was updated this weekend. New Adds of 8 stocks were made and Removals of 5 stocks were made. All prices are as of 11/22/2024. A total of 20 stocks are in the Portfolio. The CANSLIM Growth Model Portfolio is up over 53% in 2023-2024 and is 19% ahead of its…
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Up 72% – BI-Weekly Swings Update – 11/21/2024
The Model Portfolio BI-Weekly Swings, updated on 11/21/2024, added and removed six stocks, maintaining a total of 21. It has achieved a remarkable 72% increase from 2023-2024, outperforming the BSMAX benchmark by 39%. The portfolio uses a blend of strategies focused on various stock caps and key financial metrics.
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Up 76% – BI-Weekly Swings Update – 11/07/2024
The Model Portfolio BI-Weekly Swings updated on 11/07/2024, adding and removing six stocks, now comprising 21 in total. It boasts a 76% gain since 2023, outperforming its benchmark BSMAX by 44%. The portfolio employs three strategies focusing on EPS and ROE metrics for stock selection and has historically excelled in backtests.
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October 2024 Summary – Outperformance increases
All Model Portfolios are ahead of their respective benchmarks for the 2023-2024 period. The Quant Alpha’s is now up over 113% for 2023-2024 and continues to destroy its benchmark EQAL by 93%. This is a substantial increase in outperformance since last month. Active outperformers POWL, ANF , APP and CLS account for some of this…
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Up 44% – CANSLIM Growth Portfolio Update October 2024
The CANSLIM Growth Model Portfolio was updated with five new additions and five removals, maintaining 17 stocks. It has gained over 44% in 2023-2024, outperforming its benchmark BSMAX by 18%. Using the CANSLIM criteria, the portfolio has consistently outperformed benchmarks in 18 of 19 tested years, showcasing robust performance.
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Up 71% – BI-Weekly Swings Update – 10/24/2024
The Model Portfolio BI-Weekly Swings was updated with five new stock additions and five removals, totaling 21 stocks. It has achieved a 71% return for 2023-2024, outperforming the BSMAX benchmark by 45%. Various strategies incorporating EPS and ROE are employed, with notable past performance across multiple years.
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Up 68% – BI-Weekly Swings Update – 10/11/2024
The Model Portfolio BI-Weekly Swings was updated on 10/11/2024, adding and removing five stocks, resulting in a total of 21 stocks. The portfolio has recorded a 68% increase since 2023, outperforming its benchmark BSMAX by 42%. It employs three strategies focusing on Mid Cap, Small Cap, and Micro Cap stocks, utilizing criteria like EPS and…
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Up 41% – CANSLIM Growth Portfolio Update 09/27/2024
The CANSLIM Growth Model Portfolio was updated this weekend. New Adds of 2 stocks were made and Removals of 3 stocks were made. All prices are as of 09/27/2024. A total of 17 stocks are in the Portfolio. The CANSLIM Growth Model Portfolio is up over 41% in 2023-2024 and is 15% ahead of its…
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Up 68% – BI-Weekly Swings Update – 09/25/24
The Model Portfolio BI-Weekly Swings was updated this morning. New Adds of 5 stocks were made and Removals of 5 stocks were made. All prices are as of 09/25/2024. A total of 21 stocks are in the Portfolio. The BI-Weekly Swings Portfolio is up 68% 2023-2024 and is 43% ahead of its benchmark BSMAX. The BI-Weekly…
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Up 66% – BI-Weekly Swings Update – 09/11/24
The BI-Weekly Swings Portfolio was updated with 8 new stocks and 8 removals, bringing the total to 21 stocks. It has outperformed its benchmark BSMAX by 45%, totaling a 66% increase from 2023-2024. The portfolio is comprised of 3 strategies and has shown consistent outperformance in backtests, notably in 2016.
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Think and Grow Rich
“Think and Grow Rich” by Napoleon Hill is a self-help book outlining principles for success. It highlights the importance of desire, faith, specialized knowledge, imagination, decision making, and persistence. Emphasizing the role of subconscious mind and sixth sense, the book provides practical strategies for personal growth and fulfillment.
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August 2024 Summary – Outperformance continues
In August 2024, stock market indexes had mixed results. All model portfolios exceeded their benchmarks, with Quant Alpha’s leading at 79%, while other portfolios also showed strong performance, beating their respective benchmarks. This information is for informational purposes only and does not constitute financial advice.
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Up 68% – BI-Weekly Swings Update – 08/28/24
The Model Portfolio BI-Weekly Swings, updated with 9 new stocks and 9 removals, has shown 64% growth, outperforming its benchmark BSMAX by 45%. The portfolio consists of 15 to 21 stocks, utilizing three strategies and backtesting well against benchmarks. Notable outperformers include VIRC and HRTG. It is up 64% since 2023.
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Up 44% – CANSLIM Growth Portfolio Update 08/23/2024
The CANSLIM Growth Model Portfolio was updated with 6 new stock additions and 7 removals, totaling 18 stocks. It has outperformed its benchmark by 18% and has recorded significant backtest outperformance. The portfolio follows the CANSLIM approach, focusing on EPS, Return on Equity, and Sales Increase. Notable active transactions and impressive performance details are also…
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Up 64% – BI-Weekly Swings Update – 08/14/24
The Model Portfolio BI-Weekly Swings, updated with 9 new stocks and 9 removals, has shown 64% growth, outperforming its benchmark BSMAX by 45%. The portfolio consists of 15 to 21 stocks, utilizing three strategies and backtesting well against benchmarks. Notable outperformers include VIRC and HRTG. It is up 64% since 2023.
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July 2024 Summary – Outperformance continues
In the stock market this month, benchmarks showed positive results. The Model Portfolios are ahead of their benchmarks for the 2023-2024 period. Quant Alpha’s is up over 96%, outperforming its benchmark by 77%. BI-Weekly Swings and Small Cap Discoveries also outperformed their benchmarks. .
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Up 72% – BI-Weekly Swings Update – 07/31/24
The BI-Weekly Swings Portfolio has been updated with 9 new stocks and 9 removals. It consists of 15 to 21 stocks, using three strategies to cover Mid Cap, Small Cap, and Micro Cap stocks. It outperformed its benchmarks in most years and is up 72% since 2023. Notable outperformers include VIRC and APEI.
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Up 51% – CANSLIM Growth Portfolio Update 07/26/2024
The CANSLIM Growth Model Portfolio was updated with 6 new stocks and the removal of 7, resulting in a total of 19 stocks. It has shown impressive performance, surpassing its benchmark by 26% and achieving a 51% increase in 2023-2024. The portfolio follows the CANSLIM approach, focusing on criteria such as EPS, Return on Equity,…
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Up 74% – BI-Weekly Swings Update – 07/17/24
BI-Weekly Swings Portfolio has substantial outperformance for 2023.-2024.
Position Trader 